American Portfolios Advisors’s iShares US Insurance ETF IAK Stock Holding History

American Portfolios Advisors’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$30.1K	Buy	381 +327	+606%	+$27.2K	﹤0.01%	1984
2022 Q2	$4.48K	Buy	54 +32	+145%	+$2.77K	﹤0.01%	2866
2022 Q1	$2.01K	Buy	+22	New	+$1.91K	﹤0.01%	3222
2020 Q1	–	Sell	-221	Closed	-$15.8K	–	2840
2019 Q4	$15.8K	Hold	221	–	–	﹤0.01%	1822
2019 Q3	$15.9K	Sell	221 -170	-43%	-$12.1K	﹤0.01%	1759
2019 Q2	$27.6K	Hold	391	–	–	﹤0.01%	1532
2019 Q1	$24.9K	Hold	391	–	–	﹤0.01%	1504
2018 Q4	$22.6K	Buy	391 +221	+130%	+$13.6K	﹤0.01%	1325
2018 Q3	$11.3K	Hold	170	–	–	﹤0.01%	1716
2018 Q2	$10.5K	Hold	170	–	–	﹤0.01%	1706
2018 Q1	$11K	Hold	170	–	–	﹤0.01%	1604
2017 Q4	$11.3K	Buy	+170	New	+$11.2K	﹤0.01%	1527

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's IAK Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares US Insurance ETF (IAK) stake by 606% in Q3 2022, buying an estimated $27.2K and bringing the position to 381 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

American Portfolios Advisors first reported a position in IAK in Q4 2017 and has held it in 12 quarters since. 76 funds tracked by Wall St. Rank hold IAK as of Q3 2022.

American Portfolios Advisors held 381 shares of iShares US Insurance ETF worth $30.1K as of Q3 2022.
American Portfolios Advisors bought 327 iShares US Insurance ETF shares in Q3 2022, an estimated $27.2K.
iShares US Insurance ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1984 holding.
American Portfolios Advisors first reported a position in iShares US Insurance ETF in Q4 2017 and has held it in 12 quarters since.
76 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.